No matter what stage of life you’re at, a well-structured financial plan and investment strategy could make a real difference when it comes to living the lifestyle you want.
We can establish your present financial position and draw up a plan that will help you build wealth, achieve financial security and protect those that you care about the most.
☎ 08 9393 3770
✉ PO Box 4232
Harrisdale, WA, 6112
✉ Unit 5A
11 Erade Drive
Piara Waters, WA, 6112
Simon is the best I’ve had since the inception of superannuation he is very proactive and tailors my super to my needs and what I will need to retire on.
Will recommend Simon to my family. Very easy to understand and very happy with the outcome. Very impressive end results.
He is so easy to talk with and is very helpful when needed.
Kath, my financial advisor provided excellent advice for my current situation.
Cannot speak too highly of Simon Podesta. He has always been able to help us no matter what we ask him and never any trouble. Highly recommend him.
Answers all my questions in a language that i understand.
There are no others that would even come close to this company, and I don’t often refer, especially family members to these kind of services – I would here.
Trust and understanding of my current situation and the changes that will occur to these.
I have full trust in Simon Podesta he is trustworthy and answers all my questions no matter how silly some of them are.
Simon is always there to answer any questions or concerns that we may have. He deals with our finances as if they were his own. There is nothing that is too much trouble for our adviser – even travelling the 100km to come and see. We couldn’t ask for any better service!
He keeps me informed, responds to queries promptly, reassures me and has my best interests taken care of.
Our adviser keeps us informed of any new developments, changes in policies or procedures and is caring and considerate at all times.
I have been satisfied with Infinity Wealth, our SMSF has been picked and is running very well due to their support, Thank You and well done.
When I have needed advice I have received an immediate response which was a great comfort and alleviated my anxiety.
Simon does everything plus more as our adviser and this is the type of service you want for family and friends too.